The Equity Growth Fund Manager Performance Evaluation
| BGGKX Fund | USD 27.51 0.34 1.25% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Us Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Us Equity is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in The Equity Growth are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Us Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.6500 |
BGGKX |
Us Equity Relative Risk vs. Return Landscape
If you would invest 2,280 in The Equity Growth on August 27, 2024 and sell it today you would earn a total of 437.00 from holding The Equity Growth or generate 19.17% return on investment over 90 days. The Equity Growth is currently producing 0.283% returns and takes up 1.3224% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than BGGKX, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Us Equity Current Valuation
Undervalued
Today
Please note that Us Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Equity Growth has a current Real Value of $28.67 per share. The regular price of the fund is $27.51. We determine the value of Equity Growth from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Us Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BGGKX Mutual Fund. However, Us Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.51 | Real 28.67 | Hype 27.17 | Naive 26.7 |
The intrinsic value of Us Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Us Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Equity Growth helps investors to forecast how BGGKX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Us Equity more accurately as focusing exclusively on Us Equity's fundamentals will not take into account other important factors: Us Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Us Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Equity Growth, and traders can use it to determine the average amount a Us Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.214
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BGGKX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Us Equity is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Us Equity by adding it to a well-diversified portfolio.
Us Equity Fundamentals Growth
BGGKX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Us Equity, and Us Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BGGKX Mutual Fund performance.
| Total Asset | 164.88 M | ||||
About Us Equity Performance
Evaluating Us Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Us Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Us Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in the U.S. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund typically invests primarily in issuers with a market capitalization of more than 1.5 billion at the time of purchase and may participate in initial public offerings . It is non-diversified.Things to note about Equity Growth performance evaluation
Checking the ongoing alerts about Us Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -8.0% | |
| Equity Growth holds 99.22% of its assets under management (AUM) in equities |
- Analyzing Us Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Us Equity's stock is overvalued or undervalued compared to its peers.
- Examining Us Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Us Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Us Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Us Equity's mutual fund. These opinions can provide insight into Us Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BGGKX Mutual Fund
Us Equity financial ratios help investors to determine whether BGGKX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BGGKX with respect to the benefits of owning Us Equity security.
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